TAMP Users: Watch Out for This Fiduciary Landmine
January 15, 2019 |
TAMP users beware! There is a disturbing trend in our industry that may get you in trouble with the regulators if you’re not careful. Everything Was Fine Until… It all started innocently enough. In the “early days” (early 1990s) there weren’t many TAMPs, and their investment offerings
DENVER—May 13, 2019—First Ascent Asset Management, a portfolio strategist serving financial advisors, today announced that its founder and CEO, Scott MacKillop, is the recipient of the Investments & Wealth Institute’s 2019 Governance Insight Award. He won the award for his article, The Harmonization Trap: Why Advisors Should Demand Truth-in-Labeling Rather than a Uniform Fiduciary Standard, … Read More
First Ascent’s already robust offering of portfolios becomes even stronger with the Factor Select series.
